Rxo Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Rxo Inc (RXO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Rxo Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 6,539M vs 51,627M combined for its competitors (11.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+14.5% annualized vs trailing 12 months), vs accelerating (+12.4%) for its tracked peer group.
- Growth: Rxo Inc generated 31.7% revenue growth year over year in Q3 2026, vs 21.3% for its competitors combined.
- Profitability: Its 0.2% net margin compares with 4.5% for the peer group.
- Scale: Rxo Inc ranks #9 of 39 companies by market capitalization in the Personal Services industry, holding 2.1% of industry market cap.
- Peer revenue share: Rxo Inc accounted for 11.4% of combined revenue among its tracked peer group, up from 10.6% a year earlier.
- Peer differentiation: Revenue per employee of $0.71M compares with $0.53M for the peer group (1.3x).
- Structure: Rxo Inc operates in the following segments: Reportable.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
RXO Sales vs. its Competitors, Q3 2026
Rxo Inc reported revenue growth of 31.67 % year on year in Q3 2026, above its competitors' combined revenue growth of 21.26 %.
With a net margin of 0.16 %, Rxo Inc reported lower profitability than its competitors (4.48 %).
Rxo Inc generated 11.43 % of the combined sales of its peer group, up from 10.62 % a year earlier.
API endpoints for this dataset
Rxo Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Rxo Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Rxo Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Rxo Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Rxo Inc's competitor groups requires a Commercial License.
For context: the Personal Services industry grew revenue 7.7% year over year, combined, vs 31.7% for Rxo Inc. Rxo Inc's share of combined industry revenue moved from 3.94% to 4.82%, a gain of 0.88 percentage points.
Rxo Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Rxo Inc | No | Yes | Yes | Yes |
| Competitors combined (6) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
RXO Stock Performance relative to its Competitors
RXO Stock Performance relative to Similar-Size Competitors
RXO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | J b Hunt Transport Services Inc | 282.9% | Outperformed |
| 2 | Xpo Inc | 282.9% | Outperformed |
| 3 | Schneider National Inc | 282.9% | Outperformed |
| 4 | Landstar System Inc | 282.9% | Outperformed |
| 5 | Forward Air Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Rxo Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Rxo Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Rxo Inc |
4,747.37 | 6,539.00 |
 Xpo Inc |
20,880.10 | 8,836.00 |
 J b Hunt Transport Services Inc |
20,590.45 | 13,325.22 |
 C h Robinson Worldwide Inc |
14,880.68 | 18,217.73 |
 Schneider National Inc |
4,902.90 | 5,952.10 |
 Landstar System Inc |
4,855.07 | 5,295.85 |
| SUBTOTAL | 71,397.06 | 60,683.97 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Rxo Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Rxo Inc's Competitors Named by the Company
Competitive relationships identified from Rxo Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Forward Air Corporation | Company report | 85% |
| Landstar System Inc | Company report | 85% |
| J b Hunt Transport Services Inc | Company report | 85% |
| C h Robinson Worldwide Inc | Company report | 85% |
| Xpo Inc | Company report | 85% |
| Schneider National Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Rxo Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Rxo Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Rxo Inc | Reportable 100.00 % |
| Xpo Inc | North American LTL 62.07 % |
| J b Hunt Transport Services Inc | JBI 49.71 % |
| C h Robinson Worldwide Inc | North American Service Transportation (nast) 71.47 % |
| Schneider National Inc | Truckload 49.60 % |
| Landstar System Inc | Transportation Logistics 99.03 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Rxo Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Rxo Inc | 4,747 | 709,373 | -9,547 |
| Xpo Inc | 20,880 | 238,811 | 13,595 |
| J b Hunt Transport Services Inc | 20,590 | 419,692 | 21,294 |
| C h Robinson Worldwide Inc | 14,881 | 1,536,712 | 56,416 |
| Schneider National Inc | 4,903 | 313,268 | 7,458 |
| Landstar System Inc | 4,855 | 3,843,142 | 116,385 |
| PEERS TOTAL | 66,650 | 525,797 | 17,515 |
Rxo Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Xpo Inc | United States 60.72 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Rxo Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 34 companies in Rxo Inc's industry classification, broader than the peer set above. Market cap in millions of $.Rxo Inc ranks #9 of 34 companies by market capitalization in its industry, holding 2.06 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 3,277, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Booking Holdings Inc | 123,712 | 54.31 % |
| 2 | Expedia Group Inc | 31,770 | 13.95 % |
| 3 | Xpo Inc | 20,880 | 9.17 % |
| 4 | H and r Block Inc | 6,790 | 2.98 % |
| 5 | Gatx Corporation | 1,234 | 5.2% |
| 6 | Gxo Logistics Inc | 1,234 | 5.2% |
| 7 | Makemytrip Ltd | 1,234 | 5.2% |
| 8 | Hafnia Limited | 1,234 | 5.2% |
| 9 | Rxo Inc | 4,682 | 2.06 % |
| 10 | Unifirst Corporation | 1,234 | 5.2% |
Market cap and industry share for the rest of Rxo Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Rxo Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 4 | H and r Block Inc | 6,790 | 6.45 % |
| 5 | Gatx Corporation | 6,542 | 20.76 % |
| 6 | Gxo Logistics Inc | 6,385 | 4.17 % |
| 7 | Makemytrip Ltd | 5,853 | -37.53 % |
| 8 | Hafnia Limited | 1,234 | 12.3% |
| 9 | Rxo Inc | 4,682 | 57.89 % |
| 10 | Unifirst Corporation | 1,234 | 12.3% |
| 11 | Bw Lpg Ltd | 1,234 | 12.3% |
| 12 | Bright Horizons Family Solutions Inc | 1,234 | 12.3% |
| 13 | Lindblad Expeditions Holdings Inc | 1,234 | 12.3% |
| 14 | Yelp Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Rxo Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Rxo Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Personal Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (87 companies). See the full Personal Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 17.66 % | 33.90 % (avg) | -16.2 pp |
| Operating Margin | -0.80 % | industry median | -9.5 pp |
| EBITDA Margin | 1.07 % | 4.32 % (avg) | -3.2 pp |
| Capital Intensity (Capex / Revenue) | 0.89 % | 4.45 % (avg) | -3.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Rxo Inc's Valuation vs Competitive Position
Valuation multiples vs the Personal Services industry average (87 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Personal Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 34.0x | - |
| EV / EBITDA | 65.8x | 11.9x | +53.9x |
| P/B | 2.6x | 3.1x | -0.5x |
| Return on Equity | -5.80 % | industry aggregate | -290.40 % |
| Return on Invested Capital | -1.31 % | 2.80 % (avg) | -4.11 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Rxo Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | - | -18.12 % | 15.86 % | 26.20 % |
| Operating Margin | - | 0.99 % | - | - |
| Return on Invested Capital | - | 2.24 % | - | - |
| P/E | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Rxo Inc's Strategic Group Map
Rxo Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Rxo Inc's trailing-12-month revenue growth of 10.1% and operating margin of -0.8% compares with an average of 11.2% growth and -0.5% margin across its 8 closest peers by combined growth, margin and ROIC -- Rxo Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Rxo Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Rxo Inc falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 6.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Booking Holdings Inc alone holds 54% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Rxo Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 3,277 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.89 % vs industry average 4.45 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Rxo Inc's dedicated Suppliers and Customers pages, not here.
Rxo Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Rxo Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Rxo Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+14.5% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 9.5 points below the industry median.
- Return on equity 290.4 points below the industry aggregate.
- Low relative market share vs the industry leader (0.04x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Industry dominated by Booking Holdings Inc , holding 54.31 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Rxo Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Rxo Inc | 0.02 | 1.27 | 0.47 |
| Xpo Inc | 0.16 | 1.01 | 2.48 |
| J b Hunt Transport Services Inc | 0.00 | 1.12 | 0.35 |
| C h Robinson Worldwide Inc | 0.07 | 1.49 | 0.95 |
| Schneider National Inc | 0.32 | 2.04 | 0.13 |
| Landstar System Inc | 0.48 | 1.81 | 0.08 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Rxo Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Rxo Inc | Q3 2026 | +31.7 % | - |
| Xpo Inc | Q3 2026 | +12.4 % | +120.7 % |
| J b Hunt Transport Services Inc | Q3 2026 | +20.4 % | +0.9 % |
| C h Robinson Worldwide Inc | Q3 2026 | +29.5 % | +21.8 % |
| Schneider National Inc | Q3 2026 | +9.2 % | +155.2 % |
| Landstar System Inc | Q3 2026 | +25.1 % | +148.1 % |
| PEERS TOTAL | +21.8 % | -3.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Rxo Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Rxo Inc | Q3 2026 | +35.3 % | -7.1 % |
| Xpo Inc | Q3 2026 | - | -16.0 % |
| J b Hunt Transport Services Inc | Q3 2026 | +48.3 % | +23.8 % |
| C h Robinson Worldwide Inc | Q3 2026 | +182.4 % | -5.9 % |
| Schneider National Inc | Q3 2026 | +256.7 % | -9.8 % |
| Landstar System Inc | Q3 2026 | +67.4 % | -12.0 % |
Rxo Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Rxo Inc | - | - | - |
| Xpo Inc | 6.09% | 6.45% | 26.31% |
| J b Hunt Transport Services Inc | 8.48% | 11.09% | 18.71% |
| C h Robinson Worldwide Inc | 11.88% | 17.81% | 39.59% |
| Schneider National Inc | 2.87% | 2.91% | 4.65% |
| Landstar System Inc | 9.45% | 16.75% | 19.67% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Rxo Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Rxo Inc | - | 0.73 |
| Xpo Inc | 41.77 | 2.36 |
| J b Hunt Transport Services Inc | 30.77 | 1.55 |
| C h Robinson Worldwide Inc | 22.51 | 0.82 |
| Schneider National Inc | 34.52 | 0.82 |
| Landstar System Inc | 30.43 | 0.92 |
| PEERS AVERAGE | 41.61 | 1.18 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.